Skip to main content
SecurityTrax

How To Manage Your Spillage

To view the list of spillage reports

  • While in My Inventory, click on Spillage in the left menu.
  • Note: All reports will be displayed, by default.

To filter the list of spillage reports

  1. Navigate to the filters section at the top of the page.
  2. Select the desired status (OpenClosed, or Locked) from the Status dropdown menu.
  3. Click Search.

To edit a spillage report

  1. While on the Spillage page, click on the desired report row.
  2. Select the recipient name from the Recipient dropdown menu.
    • Note: Make sure the Status dropdown is showing the correct status.

To add or edit spillage items

  1. Select the target item from the Name dropdown menu.
  2. Enter the count result into the Quantity column of the item being reported.
    • Note: You can also click the Plus  Screen Shot 2019-01-21 at 4.12.43 PM.pngor Minus Screen Shot 2019-01-21 at 4.11.20 PM.png icons to increment or decrement the count, respectively.
  3. Select the reason for returning the item from the Return Reason dropdown menu. 

To delete a spillage item

  • To remove an unwanted item, click the Delete icon delete_icon.png of the target row.
    • Note: A confirmation message will appear. Click Delete again to confirm the deletion.

To complete editing the spillage report

  • Click Save.

To create a spillage report

  1. While in the Spillage page, click Add at the top right of the page.
  2. Select the recipient name from the Recipient dropdown menu.
    • Note: Make sure the Status dropdown is showing the correct status.

To add a spillage item

  1. Select the target item from the Name dropdown menu.
  2. Enter the count result into the Quantity column of the item being reported.
    • Note: You can also click the Plus  Screen Shot 2019-01-21 at 4.12.43 PM.pngor Minus Screen Shot 2019-01-21 at 4.11.20 PM.png icons to increment or decrement the count, respectively.
  3. Select the reason for returning the item from the Return Reason dropdown menu and any associated comments. 

To delete a spillage item

  1. To remove an unwanted item, click the Delete icon delete_icon.png of the target row.
    • Note: A confirmation message will appear. Click Delete again to confirm the deletion.

To complete creating the spillage report

  1. Click Save.

To review the new spillage report

  1. Make sure all information is accurate.
    • Note: If any information is inaccurate, click Cancel.
  2. If all information is correct, click Submit.
  • Was this article helpful?